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2,425 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 917 increasing their positions, 1,073 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 63

73.57% more ownership

Funds ownership: 0%73.57% (+74%)

15% more call options, than puts

Call options by funds: $4.64B | Put options by funds: $4.05B

10% more capital invested

Capital invested by funds: $322B → $355B (+$33.2B)

10% more funds holding in top 10

Funds holding in top 10: 847931 (+84)

7% more funds holding

Funds holding: 2,2722,425 (+153)

15% less repeat investments, than reductions

Existing positions increased: 917 | Existing positions reduced: 1,073

Holders
2,425
Holders Change
+153
Holders Change %
+6.73%
% of All Funds
60.63%
Holding in Top 10
931
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.92%
% of All Funds
23.27%
New
252
Increased
917
Reduced
1,073
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1726
Schonfeld Strategic Advisors
New York
$1.74M +$808K +13,430 +92%
RFCA
1727
R&F Capital Advisors
New York
$1.73M +$1.68M +27,864 New
TBNY
1728
Trustco Bank (New York)
New York
$1.73M -$6.01K -100 -0.4%
MIP
1729
Marietta Investment Partners
Wisconsin
$1.73M +$354K +5,880 +27%
ARMC
1730
American Research & Management Company
Massachusetts
$1.73M +$120 +2 +0%
JGC
1731
J. Goldman & Co
New York
$1.72M +$1.66M +27,600 New
MIC
1732
Meridian Investment Counsel
California
$1.71M -$75.2K -1,250 -4%
RSA
1733
Robertson Stephens Advisors
California
$1.71M +$1.65M +27,495 New
JWM
1734
Jacobus Wealth Management
Wisconsin
$1.71M -$65K -1,080 -4%
ACM
1735
Avalon Capital Management
California
$1.7M +$913K +15,183 +124%
SFFS
1736
Stonehage Fleming Financial Services
Jersey
$1.7M -$333K -5,530 -17%
DMC
1737
Drexel Morgan & Co
Pennsylvania
$1.7M
CCM
1738
Carlson Capital Management
Minnesota
$1.69M -$25.6K -426 -2%
FCIM
1739
Fairview Capital Investment Management
California
$1.69M -$35.5K -590 -2%
BFG
1740
Beacon Financial Group
Texas
$1.69M -$69.7K -1,158 -4%
DLHL
1741
Donald L. Hagan LLC
Florida
$1.69M +$4.93K +82 +0.3%
SCA
1742
Stonebridge Capital Advisors
Minnesota
$1.68M -$47.9K -796 -3%
SMC
1743
S. Muoio & Co
New York
$1.68M
WCM
1744
Wunderlich Capital Managemnt
Tennessee
$1.67M -$52.3K -870 -3%
MC
1745
Miles Capital
Iowa
$1.67M +$36.4K +605 +2%
SNBOSCI
1746
Security National Bank of Sioux City Iowa
Iowa
$1.67M -$6.8K -113 -0.4%
FM
1747
Forward Management
California
$1.67M -$33K -548 -2%
HH
1748
Hilltop Holdings
Texas
$1.66M +$4.45K +74 +0.3%
BIM
1749
Beach Investment Management
Pennsylvania
$1.66M +$1.61M +26,690 New
CCA
1750
Catalyst Capital Advisors
New York
$1.64M -$36.1K -600 -2%

MSFT Hedge Fund Activity: Q4 2016 in Review

2,425 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2016, worth a combined $355B — up 10% from $322B a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new MSFT positions and 63 closed out — a net gain of 189 holders — while 917 added to existing stakes and 1,073 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $703M sold.

  • 2,425 institutional investors held Microsoft (MSFT) as of Q4 2016, up from 2,272 in Q3 2016.
  • Funds reported $355B of Microsoft stock for Q4 2016, up 10% quarter-over-quarter.
  • 252 funds opened new Microsoft positions in Q4 2016 and 63 closed out, a net change of +189 holders.
  • The largest Microsoft buyer in Q4 2016 was Fidelity Investments, an estimated $1.06B added.
  • The largest Microsoft seller in Q4 2016 was Mizuho Trust & Banking, an estimated $703M sold.

Based on aggregated 13F filings for Q4 2016.